iShares S&P 500 Value Index shares owned by Shared Vision Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Shared Vision Wealth Group
from 13F filings
Historical chart of Shared Vision Wealth Group investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Shared Vision Wealth Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Shared Vision Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 26k | 208.00 |
| 2025-06-30 | $4.7M | 24k | 196.98 |
| 2025-03-31 | $4.2M | 22k | 190.58 |
| 2024-12-31 | $3.2M | 17k | 190.88 |
| 2024-09-30 | $3.2M | 16k | 197.17 |
| 2024-06-30 | $2.9M | 16k | 182.01 |
| 2024-03-31 | $2.7M | 15k | 186.81 |
More positions owned by Shared Vision Wealth Group
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